The best client experiences
are created with Addepar

The wealth management platform
for the modern advisor

Your clients count on you to have the full picture. 
Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships.

Solutions

Tailored, tech-forward wealth management software.
All on a single platform. 

Increase efficiency while delivering
high-touch service to clients.

Learn more for RIAs

Secure technology for preserving and generating wealth.

Learn more for Family Offices

Provide a scalable personalized wealth management
solution within your financial institution.

Learn more for Private Banks

Modernize your legacy investment management software and unlock growth.

Learn more for Broker-Dealers

Integrations

Integrate Addepar with all of your applications 

Our wealth management platform integrates with the applications you use every day. We’ve pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.

And, if there’s another integration you need, you can quickly create it to your specifications with our custom integrations.

Results

Thousands of wealth advisors count on us to help them deliver client results

$2.5T

Assets managed

on Addepar

25+

Markets worldwide

50%

Reduction in time
creating reports

25%

RIA clients on Addepar
outgrow their peers

Testimonials

We work with some of the best

Explore their stories
PagnatoKarp
Addepar has enabled us to be a True Fiduciary® for our clients.

Paul Pagnato

PagnatoKarp

Gleneagles Group
The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.

Catherine Jackson

Gleneagles Group

Morgan Stanley
In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.

Sal Cucchiara

Morgan Stanley